HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.16M
3
+$2.86M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$1.48M
2
+$998K
3
+$694K
4
RF icon
Regions Financial
RF
+$333K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299K

Sector Composition

1 Technology 6.13%
2 Consumer Discretionary 2.74%
3 Financials 2.63%
4 Industrials 2.25%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.02K ﹤0.01%
+12
852
$1.02K ﹤0.01%
+3
853
$1.01K ﹤0.01%
+3
854
$1.01K ﹤0.01%
+4
855
$990 ﹤0.01%
+55
856
$990 ﹤0.01%
+14
857
$986 ﹤0.01%
+34
858
$982 ﹤0.01%
100
+20
859
$949 ﹤0.01%
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860
$948 ﹤0.01%
+2
861
$937 ﹤0.01%
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862
$929 ﹤0.01%
+2
863
$925 ﹤0.01%
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864
$916 ﹤0.01%
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865
$908 ﹤0.01%
+2
866
$905 ﹤0.01%
+5
867
$903 ﹤0.01%
+5
868
$902 ﹤0.01%
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869
$899 ﹤0.01%
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870
$893 ﹤0.01%
+8
871
$886 ﹤0.01%
+5
872
$886 ﹤0.01%
+26
873
$870 ﹤0.01%
100
874
$835 ﹤0.01%
+9
875
$800 ﹤0.01%
+24
33 34
35
36 37